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iShares S&P Conservative Allocatn Fd ETF shares owned by Legacy Financial Group

Quarter-by-quarter ownership of iShares S&P Conservative Allocatn Fd ETF (AOK) shares owned by Legacy Financial Group from 13F filings

Historical chart of Legacy Financial Group investment in iShares S&P Conservative Allocatn Fd ETF

Jan 2021Jul 2021Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024Jan 20250100M200M300M10k15k20k
Value ($)Share countHistorical AOK position of Legacy Financial Group Source: stockzoa.comValue ($)Share count

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All positions including iShares S&P Conservative Allocatn Fd ETF held by Legacy Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Conservative Allocatn Fd ETF by Legacy Financial Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $352M 9.4k 37299.59
2024-06-30 $341k 9.2k 36.93
2024-03-31 $350k 9.5k 36.82
2023-09-30 $350M 10k 33961.42
2023-06-30 $406k 12k 35.24
2023-03-31 $413k 12k 34.96
2022-12-31 $425k 13k 33.61
2022-09-30 $407k 13k 32.65
2022-06-30 $697k 20k 34.56
2022-03-31 $747k 20k 37.69
2021-12-31 $479k 12k 39.63
2021-09-30 $860k 22k 39.49
2021-06-30 $888k 22k 39.82
2021-03-31 $767k 20k 38.67
2020-12-31 $734k 19k 38.74